Richard C Van Waalwijk, CLU®, ChFC®, CASL®

Director of Estate & Business Planning

Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Business Continuation Planning
    What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? Because I specialize in bu
  • Business Risk Management
    As a business owner, you know that your presence on the job is crucial. Securing the right kind of business protection can be complicated. Using my expertise in business risk management from Northwest
  • Business Succession Planning
    What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you k
  • Business Valuation Planning
    Accurately valuing your business is a primary consideration in your estate and business succession planning. It's critical to being able to properly fund your business purchase agreement, which can he
  • Estate Planning
    You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You nee
  • Retirement Planning
    Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situa
 

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